# FACTSET RESEARCH SYSTEMS INC (FDS) · Edgar & Edgarette company card

> Factset Research Systems (FDS) grew revenue 6.7% in FY2026 to $2.5 billion, operating margin 28.3% against a 2.9% median for computer programming, data processing, etc., equity 48.4% of assets. Every figure is from the company’s own annual report filed with the SEC.

SEC CIK 1013237 · fiscal year ended 2026-08-31 · 5 audited years read · [page](https://www.pops4.com/boards/company/FDS) · [JSON](https://www.pops4.com/boards/company/FDS.json)

## Figures, as filed in the 10-K

| Measure | Value |
|---|---|
| Revenue | $2.5B |
| Revenue growth, 1 year | 6.7% |
| Revenue growth per year | 7.7% |
| Operating margin | 28.3% (prior year 32.2%) |
| Net margin | 21.5% |
| Operating cash flow | $822M |
| Capital spending | $115M |
| Free cash flow | $707M |
| Cash | $233M |
| Long-term debt | $1.4B |
| Total assets | $4.1B |
| Total equity | $2.0B |
| Equity ÷ assets | 48.4% |
| Return on equity | 26.6% |
| Dividend per share | $1.24 |
| Dividend years rising | 0 |

## Readings, computed from those figures

- Altman Z: 3.55 (safe zone)
- Piotroski F: 6 of 9 (solid)
- Beneish M: -2.74 (below the −1.78 line)
- Health Harbor boat: New ship · no warning signs
- Cash Compass: Cash cow now · steady, with strong cash arriving today

## Edgarette's reading

Exposure: revenue $2.5B (FY2026), total debt $1.4B. Experience: revenue up 6.7% on the year, up 7.7% a year over 4 years; operating margin 28.3%, down from 32.2%. Soundness: equity 48.4% of assets, return on equity 26.6%, payout 30.8% of profit. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $2.3B and $2.8B next year (method v4.1: its own 5-year record of growth weighed at 57% against $1B–10B filers; across 2019–2025, 69.0% landed inside, 83.4% on the one year the method never saw). In a shock year the stress range is $2.2B to $3.0B. A statistical range, not company guidance. Against peers (40 filers, $50M+ revenue, services-computer programming, data processing, etc.): operating margin 28.3% against a 2.9% median; growth 6.7% against 5.7%.

Range logged 2026-10-20, receipt b68f2a650347193e, status open. A statistical range, not company guidance.

## Health Watch, last 12 months

- Item 5.02 Director or officer change: 4, latest 2026-09-25 ([filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063495/0001628280-26-063495-index.htm))

## Recent filings

- DEF 14A · filed 2026-10-26 · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026067145/0001628280-26-067145-index.htm)
- 10-K · filed 2026-10-20 · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/0001628280-26-066391-index.htm)
- 8-K · filed 2026-09-30 · 2.02 Results of Operations and Financial Condition; 5.03 Amendments to Articles or Bylaws; Change in Fiscal Year; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/0001628280-26-063888-index.htm)
- 8-K · filed 2026-09-25 · 5.02 Departure or Election of Directors; Appointment of Officers; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063495/0001628280-26-063495-index.htm)
- 8-K · filed 2026-08-31 · 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/0000950157-26-000966-index.htm)
- 10-Q · filed 2026-07-01 · [filing](https://www.sec.gov/Archives/edgar/data/1013237/000162828026046549/0001628280-26-046549-index.htm)

## Sources

- facts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json
- filings: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1013237

## Cite

POPS4, Edgar & Edgarette: FACTSET RESEARCH SYSTEMS INC (FDS) company card, from the company's own SEC filings, accessed 2026-11-02, https://www.pops4.com/boards/company/FDS. CC BY 4.0. For a figure, add the filing URL under filings or sources.

DOI https://doi.org/10.5281/zenodo.23672509 · catalog https://www.pops4.com/boards/catalog.json · Figures as filed with the SEC. Card text CC BY 4.0, POPS4.

Reporting, not investment advice. No price targets and no trading recommendations.

Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.

